Category: Practice Management

By Joanna LindenbergcloseAuthor: Joanna LindenbergName: Joanna LindenbergEmail: jlindenberg@devrieslitigation.comSite:About: Joanna is an experienced estates, trusts, and capacity litigator at de VRIES LITIGATION LLP. Joanna obtained her law degree from the Shulich School of Law at Dalhousie University after completing a Bachelor of Arts degree at McGill University. Following her call to the Ontario Bar in June 2011, Joanna obtained a Masters of Law at the University of California Los Angeles (UCLA), specializing in international and comparative law. Joanna's current practice focuses on, in part, will challenges, dependant’s support, capacity, and power of attorney disputes.See Authors Posts (12) •
April 17, 2019
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I have previously blogged about solicitor’s negligence and the current state of the law with respect to, in part, determining lawyers’ liability and the applicable standard of care. As a follow-up, below is a brief list of some best practice tips to keep in mind: Communicate – keep the client…

By Paul FensomcloseAuthor: Paul FensomName: Paul FensomEmail: paul.fensom@scotiawealth.comSite:https://www.scotiawealthmanagement.com/About: Scotiatrust offers a full range of estate, trust and philanthropic advisory services designed to meet a client’s personal objectives and designed to evolve across a variety of life stages and financial events.
Email: paul.fensom@scotiawealth.comSee Authors Posts (72) •
February 8, 2018
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This Blog was written by: Liz Bozek Most countries, including Canada, have anti-money laundering (AML) policies, and many require that all financial institutions strictly abide by those policies to support efforts against financial crime. At the heart of these compliance measures is the ever-increasing need that institutions and professionals know…

By Paul FensomcloseAuthor: Paul FensomName: Paul FensomEmail: paul.fensom@scotiawealth.comSite:https://www.scotiawealthmanagement.com/About: Scotiatrust offers a full range of estate, trust and philanthropic advisory services designed to meet a client’s personal objectives and designed to evolve across a variety of life stages and financial events.
Email: paul.fensom@scotiawealth.comSee Authors Posts (72) •
June 15, 2017
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Earlier this week I attended the 19th annual National Conference of the Society of Trust & Estate Practitioners (“STEP”). I must congratulate Michael Dodick, Janis Armstrong and their whole team for putting on another very successful conference. The success of the conference is easily measurable, there were 720 attendees, making…

By Justin de VriescloseAuthor: Justin de VriesName: Justin de VriesEmail: jdevries@devrieslitigation.comSite:https://www.devrieslitigation.comAbout: Justin has been consistently named as one of the Best Lawyers in Canada/Trusts & Estates. He is an accomplished litigator who has appeared before all levels of the Ontario Court & the Federal Court of Canada. Justin's areas of expertise include: estate, trust, and capacity litigation, as well as probate applications and estate administration. He regularly speaks on estate, trust and capacity issues.
Email: jdevries@devrieslitigation.comSee Authors Posts (39) •
June 3, 2016

Elizabeth Ann McLaughlin died at the ripe old age of 98. She was predeceased by her husband. Together they had six children, including Daniel. Daniel, as estate trustee, sought to rectify what he characterized as a solicitor’s mistake in his mother’s secondary will. For many years prior to her death,…

By Derek de GannescloseAuthor: Derek de GannesName: Derek de GannesEmail: derek.degannes@rsmcanada.comSite:https://www.rsmcanada.com/About: Derek A. de Gannes: Director, Domestic & International Tax of RSM Canada. RSM Canada is committed to the highest level of integrity, quality and professionalism and provides clients with solutions in the area of Audit, Tax and Transaction Services. Email: derek.degannes@rsmcanada.comSee Authors Posts (104) •
August 20, 2014

As an executor you may be tasked with organizing the deceased’s records and may wonder in what form and how long should those records be kept. The Canada Revenue Agency recently weighed in on the issue in a technical interpretation. In their view, every person carrying on business and every…